Develop the ultimate strategic itinerary

It’s June…which means it’s officially summertime. And if you’re anything like me, you need an itinerary for your trip. A plan.

Go hiking one day. Attend a musical at the local theater the next. Eat out at the best brunch place in town every day. My itinerary lets me know where I’m going and what I’m doing.

What does your credit union or community bank’s itinerary say? In other words, where does your strategic plan have you going?

Here are a couple ways to develop the ultimate strategic plan for your institution:

Don’t do everything

No matter how much you want to, it’s impossible to visit every local attraction or do every activity while on vacation. And it’s equally impossible to accomplish every project at your institution in any given year.


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